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KFA Private Wealth Group’s Chevron CVX Stock Holding History

KFA Private Wealth Group’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,303
Closed -$270K – 154
2026
Q1 		$270K Buy
+1,303
New +$238K 0.06% 137
2023
Q4 		– Sell
-1,275
Closed -$215K – 87
2023
Q3 		$215K Buy
+1,275
New +$206K 0.09% 74
2023
Q2 		– Sell
-1,242
Closed -$203K – 76
2023
Q1 		$203K Buy
1,242
+72
+6% +$12.1K 0.09% 76
2022
Q4 		$210K Buy
+1,170
New +$204K 0.11% 65
2021
Q3 		– Sell
-1,962
Closed -$205K – 73
2021
Q2 		$205K Buy
+1,962
New +$207K 0.11% 71

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

KFA Private Wealth Group's CVX Position: Q2 2026 in Review

KFA Private Wealth Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,303 shares — an estimated $270K sold.

KFA Private Wealth Group first reported a position in CVX in Q2 2021 and held it in 5 quarters. The position peaked at $270K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • KFA Private Wealth Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • KFA Private Wealth Group sold 1,303 Chevron shares in Q2 2026, an estimated $270K.
  • KFA Private Wealth Group first reported a position in Chevron in Q2 2021 and held it in 5 quarters.
  • KFA Private Wealth Group's Chevron position peaked at $270K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.